1620 Investment Advisors, Inc. Portfolio Holdings

1620 Investment Advisors, Inc.

  • $125 Million
  • Q1 2025

1620 Investment Advisors, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $125 Million distributed in 689 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $4.26M, Ishares Barclays with a value of $3.11M, Spdr Portfolio Short Term Trea with a value of $3.12M, Spdr Index Shs Fds Msci Eafe S with a value of $2.89M, and Tri Continental Corp with a value of $2.8M.

Examining the 13F form we can see an decrease of $1.37M in the current position value, from $126M to 125M. Also it can be appreciated an additional of 31 stocks purchases and 2 closed positions.

1620 Investment Advisors, Inc. is based out at Plymouth, MA

Below you can find more details about 1620 Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $125 Million
ETFs: $38.4 Million
Financial Services: $15.2 Million
Technology: $14.9 Million
Healthcare: $10.2 Million
Consumer Cyclical: $9.96 Million
Energy: $7.43 Million
Industrials: $7.41 Million
Real Estate: $7.28 Million
Other: $14.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$661,000 0.53% of portfolio
58,928
Q1 2025 Reduced 1.34%
$0
$667,000 0.53% of portfolio
7,774
Q1 2025 Added 9.63%
$2.1T
$666,000 0.53% of portfolio
3,503
Q1 2025 Added 2.13%
$6.09B
$649,000 0.52% of portfolio
32,856
Q1 2025 Added 1.46%
$431B
$653,000 0.52% of portfolio
5,494
Q1 2025 Reduced 0.15%
$69.6B
$635,000 0.51% of portfolio
7,929
Q1 2025 Added 0.56%
$0
$627,000 0.5% of portfolio
13,951
Q1 2025 Added 1.51%
$108B
$607,000 0.49% of portfolio
6,762
Q1 2025 Added 3.55%
$64.7B
$618,000 0.49% of portfolio
2,339
Q1 2025 Added 2.99%
$205B
$609,000 0.49% of portfolio
6,179
Q1 2025 Reduced 0.91%
$21.8B
$595,000 0.48% of portfolio
6,785
Q1 2025 Added 0.12%
$2.25B
$604,000 0.48% of portfolio
31,473
Q1 2025 Reduced 0.68%
$57.9B
$586,000 0.47% of portfolio
2,535
Q1 2025 Added 1.16%
$36.5B
$572,000 0.46% of portfolio
5,771
Q1 2025 Reduced 1.85%
$2.16B
$559,000 0.45% of portfolio
3,285
Q1 2025 Reduced 29.35%
$1.62B
$563,000 0.45% of portfolio
73,021
Q1 2025 Added 0.52%
$3.12B
$550,000 0.44% of portfolio
13,976
Q1 2025 Added 0.52%
$42.2B
$539,000 0.43% of portfolio
11,775
Q1 2025 Reduced 50.48%
$12.3B
$542,000 0.43% of portfolio
2,458
Q1 2025 Reduced 1.48%
$95.4B
$516,000 0.41% of portfolio
3,086
Q1 2025 Reduced 26.59%
$48.2B
$503,000 0.4% of portfolio
3,542
Q1 2025 Added 1.34%
$30B
$498,000 0.4% of portfolio
2,715
Q1 2025 Added 10.95%
$5.47B
$501,000 0.4% of portfolio
5,682
Q1 2025 Added 356.39%
$39.7B
$503,000 0.4% of portfolio
6,120
Q1 2025 Added 1.97%
$47.2B
$491,000 0.39% of portfolio
8,758
Q1 2025 Added 0.96%
$0
$481,000 0.38% of portfolio
19,371
Q1 2025 Added 250.54%
$133B
$474,000 0.38% of portfolio
18,720
Q1 2025 Added 3.48%
$39.4B
$479,000 0.38% of portfolio
2,207
Q1 2025 Reduced 0.5%
$19.6B
$481,000 0.38% of portfolio
6,835
Q1 2025 Reduced 4.29%
$16.3B
$464,000 0.37% of portfolio
6,314
Q1 2025 Added 0.19%
$12B
$464,000 0.37% of portfolio
9,121
Q1 2025 New
$338B
$460,000 0.37% of portfolio
4,252
Q1 2025 Added 290.81%
$401B
$457,000 0.37% of portfolio
2,759
Q1 2025 Added 1.66%
$1.03T
$449,000 0.36% of portfolio
2,907
Q1 2025 Added 4.98%
$68.5B
$451,000 0.36% of portfolio
13,216
Q1 2025 Added 0.4%
$10.4B
$451,000 0.36% of portfolio
4,738
Q1 2025 Added 1.17%
$233B
$456,000 0.36% of portfolio
3,440
Q1 2025 Added 1.06%
$0
$449,000 0.36% of portfolio
5,430
Q4 2024 Reduced 5.07%
$3.04B
$449,000 0.36% of portfolio
14,381
Q1 2025 Added 0.84%
$437B
$443,000 0.35% of portfolio
3,171
Q1 2025 Added 4.04%
$40.5B
$443,000 0.35% of portfolio
3,220
Q1 2025 Added 0.47%
$34.7B
$433,000 0.35% of portfolio
5,804
Q1 2025 Added 22.99%
$26.2B
$427,000 0.34% of portfolio
2,057
Q1 2025 Added 2.03%
$24.2B
$412,000 0.33% of portfolio
4,861
Q1 2025 Added 0.54%
$4.22B
$407,000 0.33% of portfolio
13,811
Q1 2025 Added 2.2%
$56.1B
$416,000 0.33% of portfolio
2,443
Q1 2025 Reduced 11.03%
$265M
$403,000 0.32% of portfolio
33,772
Q1 2025 Reduced 0.22%
$2.24B
$403,000 0.32% of portfolio
13,801
Q1 2025 Added 0.31%
$0
$394,000 0.32% of portfolio
4,354
Q1 2025 Reduced 0.18%

Summary

  • Portfolio
  • No. of Stocks 689
  • Current Value $125 Million
  • Prior Value $126 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 31 stocks
  • Additional Purchases 170 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 170 stocks
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